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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$245M -$38.4M -765,009 -14%
UCFA
2
United Capital Financial Advisors
Texas
$195M -$54.7M -1,089,300 -22%
Morgan Stanley
3
Morgan Stanley
New York
$160M +$8.94M +178,189 +6%
BlackRock
4
BlackRock
New York
$147M +$142M +2,825,792 +3,140%
Wells Fargo
5
Wells Fargo
California
$139M +$10.4M +208,030 +8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$133M – – –
Bank of America
7
Bank of America
North Carolina
$99M -$5.16M -102,706 -5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$89.9M – – –
UBS Group
9
UBS Group
Switzerland
$67.4M -$2.75M -54,801 -4%
LPL Financial
10
LPL Financial
California
$32.4M +$2.87M +57,144 +10%
MML Investors Services
11
MML Investors Services
Massachusetts
$28.6M +$28.3M +564,698 New
3AM
12
3EDGE Asset Management
Florida
$28.4M -$39.3M -783,200 -58%
BCMO
13
Buckingham Capital Management (Ohio)
Ohio
$22.6M +$1.39M +27,595 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.9M -$2.07M -41,177 -9%
SAM
15
Securian Asset Management
Minnesota
$19.3M +$1.45M +28,870 +8%
GIA
16
GHP Investment Advisors
Colorado
$17.8M +$710K +14,147 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$17.8M +$544K +10,845 +3%
SCA
18
STALEY CAPITAL ADVISERS
Pennsylvania
$17.4M -$45.2K -900 -0.3%
PAS
19
Park Avenue Securities
New York
$12.4M +$2.67M +53,275 +28%
MM
20
Main Management
California
$11.9M +$8.25M +164,409 +225%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$11.2M +$1.51M +29,989 +15%
ST
22
Spinnaker Trust
Maine
$11.1M +$9.44M +188,071 +557%
SEI Investments
23
SEI Investments
Pennsylvania
$10.1M -$5.87M -116,922 -37%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$9.79M +$1.42M +28,257 +17%
BCM
25
Brookstone Capital Management
Illinois
$8.51M -$865K -17,229 -9%
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